Paige Schober is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining Ameriprise in 2018, she worked at Enrollment Resources Group/Willis of IL from 2015 to 2018. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income offering utilizes in-house research, third-party data, and algorithmic tools, with certain enrollment criteria and investment options influenced by affiliated product arrangements.

Stephen Mc Cutcheon is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with ongoing retirement income planning advice and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

James Scotchie is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2005. Outside of his advisory role, he serves as a trustee and Treasurer/Chair of the Finance Committee for Girls Preparatory School and is involved in a consulting business unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joy Clemons is a financial advisor with Ameriprise, holding a Series 63 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice, primarily for clients with assets managed within Ameriprise.

Douglas Couch is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

William Hamilton III is a financial advisor with Ameriprise, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at the University of Alabama-Huntsville. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a large client base through a combination of advisory, brokerage, and insurance solutions.

Roger Blaine is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he works as an independent contractor providing consulting and advisory services related to non-licensed matters through the Auspice Group. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, utilizing algorithmic automation alongside advisor input to generate personalized retirement income recommendations.

Robert Hilliard is a financial advisor with Ameriprise in Cleveland, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he serves on the Board of Directors for Unteal and works as an independent contractor consultant for the Auspice Group, providing non-licensed consulting and advisory services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with automated analysis to generate tailored retirement-income recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Jeffrey Scotchie is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008, currently serving clients from Chattanooga, TN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources.